9482 Wedgewood Blvd Ste 120
As a partner and wealth advisor with Stratos Wealth Partners. I began my career my 21 year career in financial services at Dean Witter now Morgan Stanley as a Financial Advisor in Columbus, Ohio in 1997. I was a First Vice President and Assistant Manager of the Columbus Metro Market for three years before joining SmithBarney where I spent nine years before joining Key Private Bank as Senior Vice President and Portfolio Manager for Central Ohio until joining Stratos Wealth Partners in 2016.
As an independent advisor, I have always focused on gaining a true understanding of a client’s needs and pride myself on offering an unparalleled level of service to my clients. As an advisor with Stratos we have objective access to virtually every investment vehicle available in the marketplace. This offers my clients the most transparent, disciplined and sophisticated wealth management tools available.
A graduate of the University of Findlay, I earned a Bachelor of Science degree. Fully licensed in the securities industry I hold my General Securities (Series 7 & 63 through LPL Financial) and Uniform Investment Advisor Law (Series 65 through Stratos Wealth Partners) registrations* as well as insurance licenses in Life, Health, and Fixed & Variable annuities.
When I am not managing clients wealth, I am busy with my wife Jennifer and our three children Morgan, Dylan and Mackenzie where we reside in Powell Ohio.